portfolio

Here is a breakdown of my current asset allocation and links to some of my recent articles. During 2019 I decided to make my portfolio fossil-free which involved the disposal of my global multi-asset index funds.  Articles relating to my climate-friendly holdings are listed on the 'green' tab.



June 2022  (click to enlarge)

It may be worth repeating that my choice of investments are unique to my stage of life (retired), perception of risk, ethical aims and financial situation and should not therefore be taken as a recommendation. In many situations a simple, globally diversified low cost multi-asset index fund could get the job done for investors with lower costs and less volatility so my advice would be to do your own research and take responsibility for your investment decisions.



portfolio summary/reviews
Portfolio Review - End 2021 (Jan 2022)
Portfolio Review - End March 2021
Portfolio Review - End 2020 (Jan 2021)
Portfolio Review - end March 2020
Portfolio Review - End 2019 (Jan 2020)
Investing for a Green Future (Nov 2018)

OK lets go for that walk!

investments (2022)

investments (2021)

investments (2020)
Nel Hydrogen - Portfolio Addition (Dec)
SolarEdge - Portfolio Addition (Dec)
Invinity Energy - Portfolio Addition (Nov)
Zoom - Portfolio Addition (Nov)
Enphase Energy - Portfolio Addition (Nov)
ITM Power - Full Yr Results (Oct)
Ocado - Portfolio Addition  (Oct)
Ceres Power - Full Yr Results (Sept)
Plug Power - Portfolio Addition (Sept)
Bluefield Solar - Full Yr Results (Sept)
BG Positive Change - Update  (Sept)
Allianz Technology Trust - Portfolio Addn. (Sept)
Mid Wynd - Full Yr Results  (Sept)
Tesla - Portfolio Addition  (July)
Personal Assets Trust - FY Results (July)
Polar Cap Technology - FY Results (July)
Ballard Power - Portfolio Addition (July)
Powercell - Portfolio Addition (July)
NextEnergy Solar - FY Results (July)
SSE - Full Year Results (June)
myFC - Portfolio Addition  (June)
NIBE Industrier - Portfolio Addition (June)
McPhy Energy - Portfolio Addition (June)
TR Property - Full Year Results (June)
Trojan Ethical Fund - Portfolio Addition (May)
Personal Assets Trust - Portfolio Addition (May)
Gresham House Energy Storage-FY Results(Apr)
A Defensive Move - Looking at Gilts (Apr)
Google - Portfolio Addition  (Apr)
Microsoft - Portfolio Addition  (Apr)
iShares Global Clean Energy ETF - Update (Mar)
Smart Metering Systems - Portfolio Addn (Mar)
Legal & General - Back on Board (Mar)
National Grid - Portfolio Addition (Mar)
AFC Energy - FY Results  (Mar)
Unilever - Portfolio Addition  (Mar)
Greencoat UK Wind - Final Results (Mar)
SSE - Portfolio Addition  (Feb)
Ceres Power - Portfolio Addition (Feb)
TRIG - Full Year Results  (Feb)
Vestas Wind - Full Yr Results (Feb)
Orsted - Full Year Results (Feb)
ITM Power - Interim Results (Jan 2020)

No comments:

Post a Comment